SEC 13F Intelligence

Managers / Q3 2025 · view latest →

BlackBarn Capital Partners LP

CIK 0002010204 · 250 W 55TH STREET, 25TH FLOOR, NEW YORK, NY, 10019 · 332-238-4950

Reported Value
$1.4B
Q3 2025
Positions
20
Filings on Record
10
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Blackbarn Capital Partners Lp reported $1.4B in U.S.-listed holdings across 20 positions for Q3 2025.

Its largest position, Roivant Sciences, represents 4.8% of the portfolio.

Compared with Q2 2025, the fund opened 5 new positions and exited 8.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $277MQ4 ’23Q1 ’24: $177MQ2 ’24: $1.1BQ2 ’24Q3 ’24: $761MQ4 ’24: $1.8BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $1.7BQ2 ’25Q3 ’25: $1.4BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type
ETP: 59.6%Common Stock: 32.2%Other: 4.8%REIT: 1.9%ADR: 1.4%
  • ETP · 59.6% · $833M
  • Common Stock · 32.2% · $450M
  • Other · 4.8% · $67M
  • REIT · 1.9% · $27M
  • ADR · 1.4% · $20M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B21May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B16Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B20Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.7B23Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B22May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.8B17Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$761M20Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B21Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$177M23May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$277M22Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.